Creating an Invoice Directly via QBO Before the Month of Jobs Begin for a Customer
Invoicing - Best Practice for Billing Commercial or Residential Customers that you pre-bill before the jobs have been completed. This usually applies to a customer that you bill monthly and send their invoice before cleaning.
Set the job rate to match what each cleaning would cost. EX. You bill the commercial customer $2200 on June 1, 2022 and clean their business 22 times. The per job bill rate is $100 per job
Create invoices daily via the Invoicing & Jobs Records report. The “Create Invoice” check box will be unchecked by default for these customers. Leave that unchecked.
After the month is over, return to your Batch Invoices page, (Company > Invoicing & Payroll > Batch Invoicing page) select that customer, and delete all invoices for the month of June as those invoices do not need to be batch invoiced since you pre invoiced them before the jobs.
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